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Advisor at EAGLE STRATEGIES LLC
LINCOLN, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Nov 11, 2025 | n/a | yes | LINCOLN, MI | Current employment |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Jul 6, 2018 | Jul 10, 2020 | no | ALPENA, MI | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Feb 20, 2014 | Jun 11, 2018 | no | SAN DIEGO, CA|ALPENA, MI|Ossineke, MI|Oscoda, MI|Lincoln, MI | Previous registration |
| EDWARD JONES | National bd RIA | Jun 11, 2008 | Feb 11, 2014 | no | ST LOUIS, MO|TAWAS CITY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HUNTINGTON FINANCIAL ADVISORS | EAGLE STRATEGIES LLC | Jul 10, 2020 | Nov 11, 2025 | 1,950 | Firm change after gap | Ibd to ibd |
| CUSO FINANCIAL SERVICES, L.P. | HUNTINGTON FINANCIAL ADVISORS | Jun 11, 2018 | Jul 6, 2018 | 25 | Firm change | Ibd to ibd |
| EDWARD JONES | CUSO FINANCIAL SERVICES, L.P. | Feb 11, 2014 | Feb 20, 2014 | 9 | Firm change | Other |